Firm
Dream Life Wealth Management
Charlotte, North Carolina
Fee-only
Dream Life Wealth Management at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 24 individual clients.
- Its average account is about $111,000 (assets it manages divided by its 48 accounts).
- Its ongoing planning fee starts at $4,500 a year, in line with the North Carolina median of $4,500.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
- Advice is offered in Russian and English.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | dreamlifewealth.com |
| Phone | (704) 803-5353 |
Dream Life Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,500 a year |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"1.25% — on the first $250,000" source
"Our minimum annual service fee is $4,500" source
"The fee amount depends on the amount of your investments under management:" source
"We specialize in long-term financial planning and investment management for individuals and families seeking ongoing support" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 24 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 337311 |